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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

623 hedge funds and large institutions have $9B invested in iShares Core S&P Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 278 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.41%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
42
Increased
278
Reduced
192
Closed
35
Calls
$20.1M
Puts
$16M
Net Calls
+$4.07M
Net Calls Change
-$11M

Top Buyers

1
HI
Horizon Investments
North Carolina
$59.4M
2
LPL Financial
LPL Financial
California
$193M
3
UBS Group
UBS Group
Switzerland
$379M
4
Wells Fargo
Wells Fargo
California
$1.85B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$191M

Top Sellers

1
Comerica Bank
Comerica Bank
Texas
$76.5M
2
HNB
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
Morgan Stanley
New York
$390M
4
State Street
State Street
Massachusetts
$18.1M
5
Goldman Sachs
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Gupta Wealth Management
California
$1.04M +$84.3K +1,582 +9%
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$1.03M – – –
NCM
328
Novare Capital Management
North Carolina
$999K +$16K +300 +2%
MA
329
MCF Advisors
Kentucky
$977K +$976K +18,308 +91,540%
CPO
330
Cerity Partners OCIO
New York
$971K -$33.9K -634 -3%
BWAM
331
Boyd Watterson Asset Management
Ohio
$963K – – –
BHBT
332
Burke & Herbert Bank & Trust
Virginia
$956K +$83.7K +1,570 +10%
ST
333
Somerset Trust
Pennsylvania
$943K +$309K +5,798 +49%
SC
334
Savant Capital
Illinois
$940K -$18.9K -354 -2%
OA
335
Outfitter Advisors
Virginia
$935K – – –
OCM
336
One Capital Management
California
$935K +$16K +300 +2%
BB
337
Busey Bank
Illinois
$930K -$38.7K -726 -4%
BDF
338
Balasa Dinverno & Foltz
$914K +$914K +17,154 New
CIS
339
Connors Investor Services
Pennsylvania
$906K +$32K +600 +4%
CFB
340
Cullen/Frost Bankers
Texas
$900K -$401K -7,526 -31%
EFS
341
Essex Financial Services
Connecticut
$896K +$55.6K +1,044 +7%
PCM
342
Parsons Capital Management
Rhode Island
$885K -$5.97K -112 -0.7%
SFI
343
SPC Financial Inc
Maryland
$873K – – –
CC
344
Cadinha & Co
Hawaii
$829K +$20.5K +384 +3%
William Blair & Company
345
William Blair & Company
Illinois
$820K +$120K +2,250 +17%
LIC
346
Lodestar Investment Counsel
Illinois
$818K -$18.6K -350 -2%
PFM
347
Parsec Financial Management
North Carolina
$816K +$72.3K +1,356 +10%
HSA
348
HBK Sorce Advisory
Pennsylvania
$810K -$20.3K -380 -2%
DCM
349
Donaldson Capital Management
Indiana
$798K -$41.2K -774 -5%
MBT
350
Montecito Bank & Trust
California
$794K +$103K +1,936 +15%
12 13
14
15 16